How to Merge Lists
For illustration purposes, let's say you want to merge List A into List B. Please follow the following five steps in order to do so.
Step 1. Go to Discover > Targeted Lists and open List A.
Step 2. Select all the names in the list. You can do this either by clicking "Select All" or ticking the box beside "Contact Name".
Step 3. Go to Actions > Save Selected as a List.
Step 4. Select "Save To an Existing List". Type in the name of the existing list you want to save to and select the one you want from the drop-down results. Click "Save and Continue".
Step 5. Repeat the process if you have additional lists to merge.
How to Add Contacts to Existing Lists:
You can search Agility for individual contacts and outlets, then add them to your existing list(s).
Step 1. Use the quick search (found in the upper right corner of the screen when logged into Agility) to find an individual contact/outlet. You can search by name, email or twitter handle.
Step 2. Click on the result that appears in the drop down to open the profile page of the journalist.
Step 3. Click on the Actions drop down (found in the upper right corner of the screen) and select Save contact to a list.
Step 4. Select save to an existing list. Type in the name of the existing list you want to save to and select the one you want from the drop-down results. Click "Save and Continue".
How to Remove Contacts or Outlets From Lists:
It is possible to remove several Contacts or Outlets from a list.
Please Note: It is not possible to have Contacts or Outlets removed permanently from the whole Agility database, without requesting this from the Agility Support or Agility Research personnel.
Please follow the following steps to remove several Contacts or Outlets from a saved list.
Step 1: Open the "Discover" tab, then select "Targeted Lists" from the drop down menu and select the name of the list that you require to be edited.
Step 2: Once the list has been opened, click in the selection tick box next to each contact, that you wish to remove from the list.
Step 3: Once all the selected Contacts or Outlets have been selected, click on the "Actions" tab and select "Remove Selected From List".
If you have any further queries, please feel free to contact the Agility Support Team for further assistance.